FFG
Ford Financial Group Portfolio holdings
AUM
$2.36M
This Quarter Return
+3.79%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-0.23%)
Cap. Flow
-$6.66M
Cap. Flow
% of AUM
-4.86%
Top 10 Holdings %
Top 10 Hldgs %
85.81%
Holding
47
New
7
Increased
19
Reduced
12
Closed
3
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$3.54M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.95M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$2.74M |
| 4 |
FTF
Franklin Limited Duration Income Trust
FTF
|
$942K |
| 5 |
Bank of America
BAC
|
$447K |
Sector Composition
| 1 | Financials | 1.04% |
| 2 | Technology | 0.71% |
| 3 | Consumer Discretionary | 0.27% |
| 4 | Real Estate | 0.2% |
| 5 | Healthcare | 0.15% |
